Unclaimed
Cristian Troncoso is a registered investment advisor representative with Jaffe Tilchin Investment Partners, LLC. Cristian joined the firm in May 2021. Cristian holds the Series 65 license and has passed the Uniform Investment Adviser Law Examination. Cristian specializes in providing financial planning, pension consulting, selection of other advisers, and portfolio management for individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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FL
10/23/2024 - Present
Jaffe Tilchin Investment Partners, LLC (TAMPA FL)
Active
Inactive
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